Fiduciary Financial Group
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Financial institution
- Address
- 1101 Fifth Ave #305, San Rafael, CA 94901
- Phone
- (208) 957-6922
- Website
- ffgwealth.com
- County
- Marin County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in San Rafael, Fiduciary Financial Group provides financial planning, investment management, tax planning and estate planning for families across Marin County and the North Bay. We take a holistic approach, looking at your investments, spending and income sources together so that your whole financial picture is coordinated.
Our team works closely under one roof, which makes it easier for clients to manage the complexity of saving, building and eventually transitioning into retirement. We communicate openly about markets and strategy, keep clients informed when conditions change, and make sure every person we serve feels safe, heard and supported.
As fiduciaries, we put our clients' goals and values first, whether you are planning an early retirement, preparing your children for financial independence or settling a family estate.
If you would like to talk through your goals, call our office or stop by to start the conversation, and visit our website to learn more about our team.
Our team works closely under one roof, which makes it easier for clients to manage the complexity of saving, building and eventually transitioning into retirement. We communicate openly about markets and strategy, keep clients informed when conditions change, and make sure every person we serve feels safe, heard and supported.
As fiduciaries, we put our clients' goals and values first, whether you are planning an early retirement, preparing your children for financial independence or settling a family estate.
If you would like to talk through your goals, call our office or stop by to start the conversation, and visit our website to learn more about our team.